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What We Do

Creating Customers For Life

Created for entire medium-sized enterprises or distributed enterprises, GoldMine Premium Edition: You need it now more than ever. Real answers…Real Time!

GMPE empowers users with information and improves user productivity with feature improvements and product additions that include:

  • Universal Search: provides an easy searching mechanism into GoldMine data through a single search box. With Universal Search users may quickly search for information stored throughout the application, including emails, linked documents, and notes
  • Preview Panes: enables a quick view into activities, emails, details and linked document information
  • User Interface improvements: Opportunity & Project Manager user interfaces have been redesigned for better usability and easier access to data

GMPE is easily administered with product enhancements such as:

  • Unattended Installations: GoldMine administrators can enable an unattended install so users do not have to intervene, thus removing version lock issues and helping free up administration time.
  • Automatic Upgrades: automatically upgrades GMPE to the latest version release for further administrative cost savings
  • Data Management: additional configurable fields are available, and a new lookup list validation feature enables a fields lookup list values to expose specific data based on the value of another field
  • Security and Permissions: new security rights and system settings allow for more granular data access and restrictions and easier system administration

Intuitive Interface

  • Highly intuitive
  • Easy navigation
  • Standards-based
  • Get to functionality and data quickly

Relationship Management

  • GoldMine Premium Edition consolidates customer information in one convenient location, which enables sales, service and marketing teams to view consistent data and similar facts across all facets of the organization
  • Contact list views include preview panes for quick navigation to detailed information of any contact. Contact record tabs can be reordered per user specific requirements and more can be displayed on the screen for added information
  • Gain a holistic view of any customer maintained in GoldMine to effectively communicate with the entire client base
  • Daily Activity Management features enable all users to manage day to day tasks and email conversations
  • Activity List preview pane visually displays open and closed activities, email communications and more
  • Quickly schedule calls, appointments, and to-do’s for any contact with the click of a button
  • Calendar views provide insight into each users daily, weekly and monthly activities. Group calendars enable managers to view subordinates calendar information

Sales Management
Opportunity Management

  • GoldMine helps sales agents and sales manager maintain a consistent selling process with visible results
  • Assists account representatives in determining which markets they sell most effectively, which competitors they have a higher chance of winning against, and what sales activities and tactics can help shorten a sell cycle for optimal customer wins
  • Quickly create Projects based off of opportunity information. GoldMine allows you to track detailed information about the clients, project status, source, and timeframe of any project

Forecast Management

  • Forecast features allow managers to view each opportunity in the system and enable all levels of management to understand the big picture and to help keep sales cycles on track
  • Compare actual sales and forecasted sales vs. quota so users stay focused on reaching their sales quotas
  • Administer forecast pipelines in real-time for the greatest revenue impact

Marketing Automation
Campaign Management

  • Improve marketing effectiveness and target the right contacts for each campaign by using intuitive campaign creation features in GoldMine
  • Better understand your customer targets and marketing activities.
  • Campaign wizard helps list contacts which qualify for specific campaigns, automatically generate each user’s activities and helps marketing managers create and initiate email campaigns.

Lead Management

  • Analyze the value of various lead characteristics using the Leads Analysis tools in GoldMine Premium Edition
  • Automated Processes help automate common business tasks such as sending emails, updating lead information, or scheduling lead activities
  • Track sales for closed loop reporting and campaign effectivenes

Customer Service System
Case Management

  • Customer Service and Support functionality enables tracking, resolution and reporting of service requests resulting in improved client satisfaction and better customer retention
  • Customer service center permits all support agents to accept incoming service requests, be alerted with upcoming and urgent cases, and share client information across support teams
  • Places important client information in the hands of your service agents so they can resolve service request quickly and accurately

Knowledge Base

  • GoldMine users can leverage powerful Knowledge Base features to help analyze and resolve customer service issues
  • Supports an organizational content structure for all teams to access, as well as, each user can develop their own, individual knowledge base content
  • Easily store content in comprehensive file and folder formats, and search knowledge base by keywords, topics and more

Look Deeper Inside Premium

User Interface

  • Tabbed view provides quick navigation between open windows in GoldMine
  • Enhanced left hand navigation bar allows direct access into major features
  • Contact record display enables more customizability
  • Organization chart within contact relationships tab visually displays organization structure and roles
  • Contact list preview panes for quick navigation to detailed information
  • Recently Viewed box displays records just recently accessed in GoldMine
  • Contact Search Box is always present for faster access into contacts
  • User configurable grid controls, such as Group By, Summary and Filter mechanisms
  • Activity List allows users to easily manage open and closed activities, email communications and more.
  • Auto-complete capability improves speed and accuracy in field data entry
  • Tip of the day helps users learn about the features of GoldMine

Analytics & Reports

  • GoldMine Premium report center contains many out of the box reports to analyze various GoldMine data
  • Statistical and Graphical analysis
  • Sales, Forecast and Quota analysis
  • Knowledge Base module manages content which can be leveraged across modules in GoldMine


  • Microsoft Word and Excel integration for data export and mail merge features
  • Microsoft Outlook integration lets you keep important emails in GoldMine's History tab
  • Remote data access – access GoldMine from your iPhone or iPad with GoldMine Mobile

If you are interested in learning more about GoldMine software and how it can help your business, give our office a call at 877-297-3444 ext: 1 and talk to our sales team. We can discuss how GoldMine can help your specific business and show a live demo of the software in action.